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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,410 | $149,679-93.0% | $117,039-91.1% | $147,586-92.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.27% | 19.31%-5.0pp | 18.95%-4.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,408 | $4,937-71.5% | $3,785-62.8% | $4,876-71.1% |
| Participant deferral / active EE | $2,736 | $4,912-44.3% | $3,929-30.4% | $5,439-49.7% |
| Admin fee / account holder | $4,279 | $7,856-45.5% | $5,974-28.4% | $10,886-60.7% |